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Macro Voices

MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.83.4K Ratings

🗓️ 12 March 2026

⏱️ 112 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag      🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Transcript

Click on a timestamp to play from that location

0:00.0

This is Macro Voices, the free weekly financial podcast targeting professional finance,

0:13.2

high net worth individuals, family offices, and other sophisticated investors.

0:18.8

Macrovoices is all about the brightest minds in the world of finance

0:22.5

and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are

0:28.9

your hosts, Eric Townsend and Patrick Sirezna. Macro Voices, episode 523 was produced on March 12th,

0:37.3

2026. I'm Eric Townsend.

0:39.9

Bianco Research founder Jim Bianco returns as this week's feature interview guest.

0:44.3

Jim and I will discuss everything from the geopolitical situation in Iran to oil prices, to precious metals, and much more.

0:51.3

We got a lot of positive feedback on last week's advanced nuclear energy interview

0:56.0

with ALOATOMIC CEO Matt Lozac, but also a few criticisms. A few of you said that we should

1:03.0

have been clearer about whether or not there was a present opportunity to invest in Allo Atomics

1:08.6

and how to go about it. I'll revisit that after today's feature interview.

1:13.6

But the much stronger criticism was that we picked a hell of a week to step away from

1:18.5

macro and run a nuclear energy interview as war was literally breaking out in the Middle East.

1:24.9

Look, folks, our guest interviews are scheduled weeks in advance,

1:28.5

so there's no way that we could have anticipated or coordinated the timing of the Iran

1:33.0

conflict with last week's feature guest booking. But what we should have done last week

1:38.4

is the same thing that we did on January 30th of 2020, when we dropped everything to bring

1:44.1

in a second feature interview guest,

1:46.5

Dr. Chris Martinson, who correctly called the COVID pandemic in that episode during a second

1:52.3

guest interview. Sorry, folks, we didn't think of that last week, but we can definitely make up

1:58.2

for it this week. So be sure to stay tuned after the feature

...

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